True Financial Design Ltd

Lottie has been my financial adviser for a few years now and I can't recommend her highly enough. Her advice is always clear and to the point. I feel much more confident about my finances since writing with Lottie.

Lottie and Hannah have both been exemplary. From really listening to my situation and understanding my financial needs, to making recommendations on a way forward and helping me with all aspects of my financial planning, their advice has taken a huge weight off my mind and allowed me to move forward with confidence into the future.

Lottie was very friendly, explained everything well, in language I could understand. Her team kept me informed at all times and I have had several one to ones with Lottie as well. I felt reassured about my investments and the plan. So far so good and look forward to the ongoing contact and services with her.

Lottie came highly recommended by my solicitor during a particularly traumatising divorce. With Lottie's lead and strategic financial acumen I quickly saw my financial future develop in front of my eyes. It was very reassuring that when I thought all was lost, Lottie intervened with sound advice and understanding of the situation. She helped to identify my overall and long term financial aims and most importantly set the steps and means to achieve them. I now know that not only I have a financial future but it is the one I want and one worthwhile walking towards to. Lottie is responsible for the introduction of numerous ideas, current financial frameworks and instruments into building a financial model which works and guarantees my financial independence. This means I can stand firmly on my feet and the finances have not looked as healthy as they do now. With the positive impact of having finances in order I now have more time to take care of my health and make plans. Lottie is a trustworthy, endlessly patient and a wise FA and I wholeheartedly recommend TFD to anyone who needs a solid and experienced Financial Advisor now or in the future. Thank you Lottie. A. D. B. from London

We moved to TFD following a recommendation as we were not happy with our present FA. From the very first meeting with Lottie we felt confident she could help us and our finances. We were not disappointed and very quickly our finances were streamlined into higher achieving investments with exceptional growth in the first 6 months which has continued. Lottie is always available and we know she is working to ensure our money works for us. We have recommended Lottie to several friends which we wouldn't do lightly